December 2019
Features
Small wonders: income from the UK's most exciting companies
Smaller companies have typically been employed to add a little spice to a portfolio, to generate some growth alongside their stodgier blue-chip cousins. But they can play plenty of other roles, including as a solution for income.
04 Dec
04 Dec
Fund Research
BlackRock Smaller Companies
BRSC is well positioned for uncertain conditions with strong diversification across sectors and geographies…
27 Dec
27 Dec
December 2017
Fund Research
Henderson Smaller Companies
A long-term track record of NAV outperformance, carrying the lowest ongoing charges and management fee in the UK Smaller Companies sector
13 Dec
13 Dec
Fund research
BlackRock Emerging Europe
A high conviction, macro-aware stockpicking trust that focuses on European emerging markets such as Russia and Turkey...
06 Dec
06 Dec
October 2017
Strategy
Patience is a virtue…
We analyse the outperformance of UK small-caps and why it has been so important to take a long-term view...
25 Oct
25 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...
24 Oct
24 Oct
Fund Research
Rights & Issues
A very high octane but relatively unknown UK small-cap trust that has delivered significant outperformance and undergone a recent make-over...
24 Oct
24 Oct
Fund Research
BlackRock Throgmorton Trust
A growth-orientated UK small-cap trust that is differentiated from its peers thanks to its ability to take both long and short positions...
24 Oct
24 Oct
June 2017
Strategy
What's driving frontier markets?
Can political and economic reforms make a difference when it comes to looking for growth?
27 Jun
27 Jun
Strategy
Signs of continental shift
BlackRock's Stefan Gries explains what's driving opportunities in Greater Europe...
15 Jun
15 Jun
Strategy
MAYDAY!
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
12 Jun
12 Jun
Strategy
The long game
Highlights from BlackRock Income & Growth's annual general meeting...
08 Jun
08 Jun
Strategy
Omnishambles...
Given the huge levels of political-induced uncertainty, we analyse recent drivers and themes within the UK equity market ahead of the upcoming election
07 Jun
07 Jun
Strategy
Emerging Opportunities
BlackRock's Chris Colunga discusses the advantages of emerging European countries...
05 Jun
05 Jun
Fund Research
BlackRock Frontiers
A growth focused trust which invests in some of the world's most exotic markets, managed by a highly experienced team...
28 Jun
28 Jun
Fund Research
BlackRock Energy and Resources Income
A predominately equity-focused portfolio offering exposure to the global mining and energy sectors which pays a significant yield...
28 Jun
28 Jun
Fund Research
BlackRock Sustainable American Income
An income-orientated US equity trust with a decent track record of outperformance since its change in strategy...
13 Jun
13 Jun
Fund Research
Henderson Opportunities
A UK growth focused investment trust which invests in companies of all sizes, managed with a contrarian approach by an experienced manager with benchmark-agnostic, high conviction attitude…
06 Jun
06 Jun
Fund Research
BlackRock World Mining
A commodity focused investment trust that has undergone a difficult period but the managers have done much in terms of rebuilding the portfolio...
06 Jun
06 Jun
May 2017
Strategy
An opportunity in UK small-caps?
We round up recent recommendations, results and analysis of the latest developments in the UK small-cap sector...
25 May
25 May
Strategy
Size matters
We highlight the potential liquidity and capacity constraints that could hinder open-ended UK smaller companies funds...
04 May
04 May
Fund Research
River & Mercantile UK Micro Cap
A top-performing UK small-cap trust, run by an experienced manager that is designed to limit potential capacity or liquidity related constraints...
04 May
04 May
Fund Research
Aberforth Smaller Companies
A UK small-cap trust with strong value tilt, a highly experienced management team and a long track record of outperformance...
03 May
03 May
March 2017
Strategy
Good things come in small packages...
Mike Prentis, BlackRock’s portfolio manager for smaller companies, explains his rationale for picking companies...
29 Mar
29 Mar
Strategy
Never mind the ballots
Despite political uncertainty in Europe, the continent remains home to some of the world's strongest brands and companies...
15 Mar
15 Mar
Strategy
The long and short of it
BlackRock's Dan Whitestone explains how 'shorting' a company can make money for investors on a falling share price...
10 Mar
10 Mar